Retirement plan

A.T. PROFESSIONAL ACCOUNTING CPA PC ROTH 401(K) PLAN

Name: A.T. PROFESSIONAL ACCOUNTING CPA PC - A.T. PROFESSIONAL ACCOUNTING CPA PC ROTH 401(K) PLAN (2018) Form 5500
Creator: A.T. PROFESSIONAL ACCOUNTING CPA PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A.T. PROFESSIONAL ACCOUNTING CPA PC ROTH 401(K) PLAN, A.T. PROFESSIONAL ACCOUNTING CPA PC

A.T. PROFESSIONAL ACCOUNTING CPA PCEIN 22-3777858Plan #004PY 2018

12-26B RIVER ROAD - FAIR LAWN, NJ 07410201-794-7163LinkedIn1-10 employeesaccounting

Other plans on this EIN

2 filings

#002Retirement-$1.1M assets #003Retirement-$115K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$430K

+19.5% from 2017

Total participants

0.0% from 2017

Average account balance

$107,584

+19.5% from 2017

Annual return

-2.10%

-2.10 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$472K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$65K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.90%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$107,584

$138,076-22.1%

$123,553-12.9%

$135,380-20.5%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-2.10%

153.70%-155.8pp

119.21%-121.3pp

519.81%-521.9pp

Employer contribution / active EE

$5,152-100.0%

$4,628-100.0%

$4,779-100.0%

Participant deferral / active EE

$19,475

$6,800+186.4%

$6,426+203.1%

$5,609+247.2%

Admin fee / account holder

$10,917-100.0%

$9,284-100.0%

$10,828-100.0%

A.T. PROFESSIONAL ACCOUNTING CPA PC ROTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

A.T. PROFESSIONAL ACCOUNTING CPA PC ROTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion